Keywords: establishment,finance,point_of_interest

Kindred Financial Partners of Raymond James - Portage (MI)

Address: 🏡 7995 Moorsbridge Rd, Portage, MI 49024
Phone : +1 (269) 775-3163
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ-RNNaECdF4gRRYcHUmde774

Others Near Portage,MI

Greenleaf Trust - Kalamazoo
Scott Boyd: The app is not good to say the least, I have to use a “one time pin” everytime I log in! And yes I have checked my settings…and saved my device… I have zero problem with my bank or credit union…then you have to punch in the provided code and it says there is an error with the provided code enter the provided code two more times and it locks you out then you get to wait and call go through the phone prompts to get a reset and start the process over. If this company wasn’t tied to mine via PRD for my 401k I would have left many many years ago!
Edward Jones - Financial Advisor: Brice Banfield, AAMS® - Kalamazoo
Parker Gray, Realtor: Brice is kind, courteous, knowledgeable, and most importantly, listens to his clients wants and needs to help them make decisions based on their goals and aspirations, which is one of the best qualities you could ask for as an advisor. I would highly recommend Brice to anyone!
Hartwell & Company - Kalamazoo
Bob Brown: Absolutely the best service you could imagine. I have been using their service since Jim purchased McMurray and have not had any bad experiences whatsoever. Always professional and very easy to work with. Never had an unanswered question. Highly recommend this company. Bob Brown
Valley Oak - Kalamazoo
Johnson Pest Control: They did a good job, they have a lot of knowledge and good staff. I am.only giving 4 stars because their attention to detail was a little lacking for me. Certain documents that needed filed werent. But overall a solid company. Would use again.
Paul Seals - Financial Advisor, Ameriprise Financial Services, LLC - Portage
Edward Jones - Financial Advisor: Barbara M Hammond - Kalamazoo
David Harris: I really would like to thank Barb Hammond and her amazing team over at Edward Jones Parkview location. Barb and her team showed me and my team excellent customer service, provided thorough education, and helped me make the most out of my investment portfolio. I started investing with zero information and previous experience and Barb and her team was with me every step of the way. Everything from direct phone calls, detailed account overviews, information about the markets, and even personalized birthday cards showed me that they truly care about their work and the people they serve. I would definitely recommend them again. Thanks again Barb!
EFE FINANCIAL & TAX SERVICE LLC - Kalamazoo
Iv Ray: I just love her very fast professional I barely worked but she still got me back my max amount she answers question when you don’t understand certain things and explains why you got back the amount you got back highly recommended by me see you next year
Bright Financial Advisors - Portage
Brian Maduri: Brookes has been a blessing. She is thorough, patient and is bringing order to our financial world. They are spot on with their projections and she goes out of her way to make sure that we are well taken care of.
Long Road Investment Counsel - Kalamazoo
Edward Jones - Financial Advisor: Dan Coleman, CFP® - Kalamazoo
Wendy James: Dan is a fantastic adviser. I have a couple of managed accounts with Dan and they perform very well. He asks a lot of great questions and I really feel like he listened and heard what I wanted out of my investments. Ive sent a few friends his way, one of which wanted to invest ethically, and Dan has been taking great care of her. Regardless of your investment style, I believe Dan will meet you where you are. Whether you have a few hundred bucks and youre just getting started or if youre well vested, Dan is your guy! Dawn Ferris who works in the office is also a complete pleasure to work with. Great organization there. I highly recommend!!